Institutional Ownership Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV). We have compiled data on the 802 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
68,360
shares
|
$6.32 Million
1.58% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
67,369
shares
|
$6.22 Million
0.01% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
66,870
shares
|
$6.18 Million
0.35% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
65,392
shares
|
$6.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
63,286
shares
|
$5.85 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
61,826
shares
|
$5.71 Million
0.63% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
61,741
shares
|
$5.7 Million
3.36% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
60,934
shares
|
$5.63 Million
3.92% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
60,176
shares
|
$5.56 Million
0.2% of portfolio
|
Q1 2025
Added 29.31%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
59,117
shares
|
$5.46 Million
0.08% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
58,965
shares
|
$5.45 Million
4.8% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
58,337
shares
|
$5.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
58,043
shares
|
$5.36 Million
0.0% of portfolio
|
Q1 2025
Added 248.04%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
57,846
shares
|
$5.34 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
57,445
shares
|
$5.31 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
57,301
shares
|
$5.29 Million
5.68% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
56,120
shares
|
$5.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
56,006
shares
|
$5.17 Million
0.22% of portfolio
|
Q3 2022
Added 6.71%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
55,870
shares
|
$5.16 Million
2.15% of portfolio
|
Q1 2025
Reduced 48.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
55,277
shares
|
$5.11 Million
0.5% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
54,989
shares
|
$5.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
54,270
shares
|
$5.01 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
53,843
shares
|
$4.97 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
53,790
shares
|
$4.97 Million
0.15% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
52,477
shares
|
$4.85 Million
2.28% of portfolio
|
Q1 2025
Reduced 29.83%
|